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Steward Partners Investment Advisory’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Steward Partners Investment Advisory’s Portfolio VTC Stock Details VTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-380
Closed -$27.5K – 3588
2023
Q3 		$27.5K Buy
+380
New +$28.2K ﹤0.01% 2164
2023
Q1 		– Sell
-319
Closed -$23.7K – 3425
2022
Q4 		$23.7K Sell
319
-38
-11% -$2.8K ﹤0.01% 2156
2022
Q3 		$26K Sell
357
-290
-45% -$22.3K ﹤0.01% 2095
2022
Q2 		$50K Sell
647
-56
-8% -$4.41K ﹤0.01% 1814
2022
Q1 		$59K Sell
703
-1,022
-59% -$87.9K ﹤0.01% 1837
2021
Q4 		$156K Sell
1,725
-64
-4% -$5.83K ﹤0.01% 1415
2021
Q3 		$163K Sell
1,789
-179
-9% -$16.6K ﹤0.01% 1353
2021
Q2 		$181K Sell
1,968
-7,581
-79% -$686K ﹤0.01% 1613
2021
Q1 		$854K Buy
9,549
+1,718
+22% +$157K 0.02% 699
2020
Q4 		$737K Buy
7,831
+1,998
+34% +$186K 0.02% 654
2020
Q3 		$538K Buy
5,833
+324
+6% +$30.2K 0.01% 646
2020
Q2 		$506K Buy
5,509
+302
+6% +$26.9K 0.01% 624
2020
Q1 		$444K Buy
5,207
+1,660
+47% +$146K 0.02% 587
2019
Q4 		$314K Sell
3,547
-14
-0.4% -$1.24K 0.01% 750
2019
Q3 		$315K Buy
3,561
+611
+21% +$53.6K 0.01% 716
2019
Q2 		$255K Buy
+2,950
New +$249K 0.01% 743

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Partners Investment Advisory's VTC Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2023, closing a stake of 380 shares — an estimated $27.5K sold.

Steward Partners Investment Advisory first reported a position in VTC in Q2 2019 and held it in 16 quarters. The position peaked at $854K in Q1 2021. 100 funds tracked by Wall St. Rank hold VTC as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 380 Vanguard Total Corporate Bond ETF shares in Q4 2023, an estimated $27.5K.
  • Steward Partners Investment Advisory first reported a position in Vanguard Total Corporate Bond ETF in Q2 2019 and held it in 16 quarters.
  • Steward Partners Investment Advisory's Vanguard Total Corporate Bond ETF position peaked at $854K in Q1 2021.
  • 100 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.